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You are here: Home / Archives for Beginning Ideas

Portfolio Requirements: Basic Ideas For Construction

April 14, 2014 By Lowell Herr

Basic portfolio construction requires that long-term goals include diversification, a risk reduction model, and equity orientation.  Here is how I outline the thinking process when putting together a portfolio of securities. Think diversification through asset allocation.  Each asset class included in the Strategic Asset Allocation (SAA) plan should hold a target percentage that makes it […]

Filed Under: Beginning Investors, Critical Material Tagged With: Beginning Ideas, Portfolio Construction

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